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Get Started
A few steps to unlock the full Lumara.
Activation
Activate Lumara so your money, goals, and insights work together.
Lumara setup
3 of 6 activated
You're almost ready to unlock personalized guidance.
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1Connect accounts
CompleteSecurely connect your financial accounts so Lumara can understand your spending and cash flow.
2Set your first goal
CompleteChoose what you're working toward so Lumara can connect daily decisions to real progress.
3Review your first insight
CompleteSee what Lumara noticed about your spending, goals, or cash flow.
4Create a budget guardrail
Next best stepSet a flexible monthly guardrail so Lumara can warn you before spending drifts too far.
5Review subscriptions
RecommendedFind recurring charges that may be unused or worth reviewing.
6Ask Lumara
RecommendedAsk Lumara what changed, what matters, and what to do next.
Need help setting up?
Ask Lumara to walk you through the next step in plain language.